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Absent GenAI, do the BigTechs of the world have enough growth going on elsewhere to appease Wall St volcano gods sufficiently? They all seem to be hyping GenAI
by mattgreenrocks 3y ago
Absent GenAI, do the BigTechs of the world have enough growth going on elsewhere to appease Wall St volcano gods sufficiently?
They all seem to be hyping GenAI a ridiculous amount, prompting this question. And it makes sense for them to ride the hype train and get something out of it. But it also makes me wonder if that only makes the eventual drop even larger.